Financial Portfolio Manager

At Artemis Recruitment Consultants Ltd, we are seeking a talented Portfolio Management Director to join our team. This exciting role will involve working closely with our Advisers, Paraplanners and Client Service Administrators to support the management of client portfolios.The ideal candidate will have previous experience in the IFA or Financial Services...

Key ResponsibilitiesIn this role, you will be responsible for managing a portfolio of clients, preparing financial reports, and providing expert advice on tax-related matters. Your duties will include:Managing client portfolios and preparing financial reports.Ensuring clients' accounts are kept fully up to date.Providing expert advice on IR35 contract...

At IDEX Consulting, we are seeking a highly skilled Commercial Insurance Portfolio Manager to oversee a diverse portfolio of commercial insurance clients. This is a senior leadership role that requires strong client relationship management skills, strategic thinking, and operational excellence.About the RoleWe are looking for an experienced professional with...

About the RoleWe are seeking a skilled and experienced Broking Manager to oversee a diverse portfolio of commercial insurance clients. The successful candidate will be responsible for building and maintaining strong relationships with clients, understanding their unique needs and delivering tailored solutions.Key ResponsibilitiesClient Management: Foster a...

Job Description:We are seeking an experienced Investment Manager to join our team at IDEX Consulting in Liverpool and contribute to the growth and service of our existing client book. This role offers a competitive salary of £90,000 per annum.The successful candidate will be responsible for creating, advising, and managing individualized portfolios tailored...

Place North West is currently seeking an experienced Commercial Property Portfolio Manager to join their team based in Greater Manchester. This role offers a competitive salary of £60,000 - £80,000 per annum, reflecting the company's commitment to attracting top talent.About the RoleThis is an exciting opportunity for a skilled professional to take...

Job Title: Investment ManagerAbout the Role:We are seeking a skilled Investment Manager to join our team at Heat Recruitment. The successful candidate will be responsible for managing and advising on discretionary, advisory, managed, and XO client investment portfolios. This is a fantastic opportunity to develop your career in the investment industry and...

About UsWe are a leading investment management firm with offices across the UK, committed to providing personalized and innovative financial solutions for our clients.With a strong focus on exceptional service, professional growth, and ethical investment practices, we continue to expand and seek ambitious individuals to join our team.Salary and BenefitsThe...

Change Portfolio Lead OpportunityAn exciting opportunity has arisen for a skilled Change Portfolio Lead to join Intellica Ltd's pensions technology business. As a Change Portfolio Lead, you will oversee the delivery of multiple projects within our change portfolio.Responsibilities:- At least 3 years of experience leading or performing a PM role.- Proven...

About the RoleWe are seeking an experienced Portfolio Manager to lead our Category Management team. As a Portfolio Manager, you will be responsible for driving business growth and revenue increase by overseeing categories across various locations.Key Responsibilities:Analyze sales data to inform pricing strategies.Develop and implement effective promotional...

Place North West's leading consultancy client seeks an experienced Commercial Property Management Surveyor to join their Manchester office.About the JobThis role involves being the primary point of contact for clients and tenants regarding a portfolio of properties.You will be responsible for contract administration, risk management, and financial...

We are seeking a seasoned commercial asset manager to join our team in the North West of England. As a Senior Portfolio Manager, you will play a critical role in leading our mixed portfolio of Retail, Office, Industrial and Leisure properties, driving growth and maximising their potential. This is an excellent opportunity to leverage your skills and...

Hoxton Wealth Job Description:We are looking for an experienced Investment Portfolio Coordinator to join our team. In this role, you will be responsible for assisting financial advisors in developing financial plans and investment recommendations by conducting thorough research and analysis of client financial information.Key Responsibilities:Conduct...

An exciting opportunity has arisen for an experienced MRICS Commercial Property Portfolio Manager to join our team at Place North West. As a highly motivated and organised individual, you will be responsible for managing a diverse portfolio of office and industrial properties.Key Areas of Responsibility:Developing and implementing strategies to maximise...

About the RoleThis is an exciting opportunity to join Agility Resourcing as a Financial Management Specialist.As a key member of our team, you will play a crucial role in managing your own portfolio of clients and contributing to the growth of our business.You will have previously worked in an Accountancy Practice or Contractor Practice and be confident in...

A senior commercial asset management professional is required to lead the optimization of a mixed portfolio of retail, office, industrial, and leisure properties in the Northwest of England.About the RoleWe are seeking an experienced individual to take the lead on asset strategy, focusing on rent and lease renewals, and maximizing the potential of our...

A leading role is available for a Senior Commercial Asset Manager to oversee a diverse portfolio of properties in the Northwest of England.About the RoleThe successful candidate will lead on asset strategy, drive rent and lease renewals, and maximize the potential of our 100-strong commercial portfolio.This challenging position requires previous experience...

Acorn insurance & Financial Services LTD is seeking a highly skilled Risk Management Coordinator to join our Liverpool office. In this role, you will be responsible for managing a small portfolio of claims, using your expertise to investigate, identify, and raise any fraud concerns.The successful candidate will be able to demonstrate their ability to...

About the RoleFFR Limited is seeking a Financial Management Specialist to support our portfolio of businesses in the Liverpool area.The successful candidate will be responsible for providing financial analysis and supporting the Finance Director in managing the team.Develop and implement financial strategies to drive business growthPrepare financial reports...

Property Portfolio Manager Job DescriptionAbout the Role:We are seeking a highly skilled and motivated Property Portfolio Manager to join our team at Entwistle Green. As a Property Portfolio Manager, you will be responsible for managing a portfolio of properties, building relationships with internal colleagues and customers, and providing a first-class...